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SEO and AEO

Built for financial services and FinTech.

SEO earns the search. AEO earns the answer. We design and run both, together, for Financial Services and FinTech firms operating in regulated markets where every piece of content is read through a YMYL lens, every claim has to hold up to compliance, and every channel decision has to trace back to pipeline. The work spans technical foundations, content authority, AI Engine Optimisation across ChatGPT, Perplexity, Gemini and Claude, and the measurement layer that proves the engine is working.

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Quick Wins · SEO & AEO

The AI Search Unblocker

A focused 3-month engagement to make Financial Services and FinTech brands visible and citable across Google, ChatGPT, Claude, Gemini and Perplexity. Audit, implement, roadmap. A productised engagement with fixed scope, fixed price and a foundation engineered to compound.

Book a 30-minute scoping session and we will walk you through exactly how the engagement would work for your site - no sales script, just a focused conversation against your specific situation.

  • Audit → Prioritise → Roadmap
  • Fixed-scope project
  • From £19,000 ex-VAT, per project
  • Four real FinServ case studies with the SEO, AEO and conversion uplifts quantified
  • Eighteen specific deliverables across audit, implementation and AEO activation
  • The four-phase delivery timeline mapped against your Month 1, 2 and 3 outcomes
  • A prioritised Phase 2 roadmap structure you keep regardless of next steps
  • 9+ years of specialist SEO & AEO across financial services

No obligation. We respect your data.

Trusted by Insurance firms and InsurTech leaders worldwide

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

The context

The search ground is shifting.

AI search is still small today, but growing fast, converting hard, and most brands cannot even see it yet. AI referral visits are up +357% year-on-year. AI visitors convert at roughly five times the rate of Google organic. Industry projections place the crossover between traditional and AI-assisted search around 2028. Most critically, 70% of AI referrals are invisible in standard analytics, so the firms ahead of the curve are compounding visibility their competitors literally cannot measure. The window to structure for it is open now. Most Financial Services and FinTech sites are not ready, and this engagement fixes that.

What you get

A complete, fixed-scope package.

No hourly billing. No surprises. A defined set of deliverables across the three months.
  • Audit & Diagnosis

    The full picture mapped before anything gets touched. Every blocker identified, scored and prioritised by impact: Technical SEO and crawl audit, Site performance audit, Structured data audit, AI and AEO opportunity audit, Intent analysis across priority pages, Baseline ranking report

  • Technical Fixes

    The highest-impact technical blockers remediated. The foundation gets unblocked so search engines and AI crawlers can do their job: Crawl and indexation fixes, Performance corrective actions, Cannibalisation consolidation, Internal linking architecture rebuild

  • Structured Data & Content

    The substance layer. Advanced schema markup and freshened content engineered for both Google ranking and AI retrieval.: Advanced structured data (JSON-LD), Content freshness refresh across 5–10 priority pages, Content structured for AI retrieval, URL structure optimisation & more.

  • AEO Activation & Roadmap

    The activation layer and the path forward. AI visibility tracking live, citation readiness mapped, and a prioritised roadmap for what comes next: AI citation readiness report, AI referral traffic tracking setup, Close-vs-open ranking report, Prioritised Phase 2 roadmap and more.

The timeline

The journey - your three-month path

  1. Audit · Find the blockers

    Diagnosis. Full technical, performance, structured-data and AI-readiness audit. Baseline rankings captured.

  2. Implement · Fix what matters

    Remediation. Crawl, indexation, schema, performance and cannibalisation fixes deployed across the site.

  3. AEO & Roadmap · Structure and hand over

    Activation. Content structured for AI, tracking live, and a prioritised roadmap handed over.

    At Month 3, we present a Phase 2 roadmap — a 6 or 12-month retainer, or a Smart Lead Generation engagement to turn new visibility into pipeline.

GTM strategy consulting

The AI Search Unblocker is the foundation phase of the broader SEO & AEO practice, part of the Growth Revenue Engine: Evara's integrated framework for scalable financial services growth.

Ready to see how AI Search Unblocker would work for your business?

No obligation. Response within 1 business day.

All our marketing efforts can now be tied into one campaign, which helps us analyse performance effectively. The buyer persona-based approach helps us customise messaging to what is most relevant. This improves conversion rates and results in more MQLs and SQLs for the Sales Team.

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Increase in revenue within three months of implementation

Sales team expansion enabled by automation efficiencies

Increase in content engagement across the platform

FREQUENTLY ASKED QUESTIONS

Common questions about the AI Search Unblocker.

The AI Search Unblocker is a fixed-scope, 3-month engagement covering eighteen specific deliverables across three phases. Phase 1 is a comprehensive audit (technical SEO, crawl and indexation, site performance, structured data, AI-citation readiness, intent analysis on priority pages and a baseline ranking report). Phase 2 implements the highest-impact fixes (crawl and indexation remediation, JSON-LD structured data, performance corrections, cannibalisation consolidation, internal linking architecture and a content freshness refresh across 5–10 priority pages). Phase 3 covers AEO activation (content structured for AI retrieval, URL optimisation, AI citation readiness report, AI referral traffic tracking, close-vs-open ranking report) and the prioritised Phase 2 roadmap. The Complete tier adds deeper content refresh, competitor AI-visibility benchmarking and a live AI-visibility dashboard.

Both tiers cover the same 3-month engagement structure and the same eighteen deliverables across audit, implementation and AEO activation. The Essential tier (£19,000) is the complete unblock — sufficient for firms that need to get the foundation ranking-ready quickly with a clear bounded scope. The Complete tier (£27,000) extends Essential with three additions: a deeper content refresh programme across more pages, competitor AI-visibility benchmarking that maps your visibility against named competitors across ChatGPT, Claude, Gemini and Perplexity, and a live AI-visibility dashboard that tracks your presence across the major LLMs throughout the engagement and beyond. The Complete tier is the recommended choice for firms that want to move first in their category and measure the gain from day one.

AEO (AI Engine Optimisation, sometimes called GEO for Generative Engine Optimisation) is the practice of making your content discoverable and citable by AI-powered search engines like ChatGPT, Perplexity, Claude, Gemini and Google's AI Overviews. The reason it matters now is that the search ground is shifting fast. AI referral visits are growing at +357% year-on-year. AI visitors convert at roughly five times the rate of Google organic. Industry projections place the crossover between traditional and AI-assisted search around 2028. And critically, 70% of AI referrals are currently invisible in standard analytics, which means the firms structuring for AI search now are compounding visibility their competitors literally cannot measure. The window to get ahead is open today. In two years it will be closed.

Financial Services and FinTech firms whose websites are losing ground in search, missing from AI answers, or simply not built for the way buyers now discover information. Typical clients include lenders, brokers, asset managers, payments businesses, market infrastructure firms, RegTech, InsurTech and FinTech platforms with technical debt on the site, weak structured data, content that is not being cited by AI engines, or a feeling that competitors are starting to overtake them in search and AI answers. 

No. The engagement is platform-agnostic. We deliver across HubSpot, WordPress, Webflow, Drupal, Sitecore, custom platforms and the long tail of CMSs Financial Services firms run. Where the CMS has limitations that materially affect what can be implemented (some older platforms make structured data implementation harder than others), we flag the constraint in the audit phase and design the implementation against what the platform actually allows. The audit phase deliberately runs before the implementation phase so platform constraints surface before they affect scope.

A standard SEO audit produces a report. The AI Search Unblocker produces a report and implements the fixes and hands over a prioritised roadmap for what comes next. Three deliverables, with a very clear focus and a very clear structure. The engagement also covers AEO and AI search specifically, most traditional SEO engagements still focus on Google ranking signals and treat AI search as an afterthought. The AI Search Unblocker reverses that emphasis: AI search readiness is the headline outcome, and traditional SEO foundations are designed against AI retrieval as much as against Google's ranking algorithms. The third difference is sector specialism. The engagement is designed against the regulatory, compliance and trust dynamics of Financial Services specifically, not against a generic template.

No, and any consultancy or agency that guarantees specific rankings or AI citation outcomes is overpromising. Search algorithms and AI retrieval models are controlled by Google, OpenAI, Anthropic, Google and Perplexity - not by us, not by you, not by anyone in the SEO industry. What we guarantee is the delivery of the eighteen deliverables across the three phases, on time and to the documented quality standard. What we have consistently produced for clients is the foundational improvements that make ranking and AI citation likely, measurable and defensible over the months following the engagement. The case studies on this presentation are real outcomes from real engagements, not promises.

Have more questions about insurance SEO, AEO or content authority? Get in touch.

SUPPORTING SOLUTIONS

Solutions inside Smart Lead Generation

Where SEO & AEO connects with Smart Lead Generation, in order to generate relevant conversions, on top of a healthy and scalable foundation.

  • The broader SEO and AEO practice for financial services.

    Insurance SEO is one sub-vertical inside our broader SEO & AEO practice for Financial Services and FinTech. Same methodology, applied across accounting firms, SaaS-FinTechs, wealth management, banking and lending.

  • SEO for accounting and advisory firms.

    Search visibility and authority for UK and US-based accounting firms, advisory practices and fractional finance providers. Local, national and AEO foundations built into one engagement.

  • SEO is one channel inside a wider demand engine.

    Paid media, intent platforms and attribution working alongside organic search. Useful when SEO alone is not closing the gap on growth targets.

TALK TO US

Start the conversation.

Tell us about your site, your target geographies and where you are trying to rank. We will respond within one business day with a clear next step.

No obligation · Response within 1 business day · We respect your data.

Latest Insights

New insights on SEO and AEO are published each month. Explore more information on Growth Revenue Engine and the technical aspects of AI Strategy and AI Readiness.